Sector Rotation Away from Semiconductors

The Analyst calls the rotation away from Semiconductors the most important market event of the next 3 years.

Sectors and Stocks to Watch

Software

1. $PLTR — Palantir
2. $ZETA — Zeta Global
3. $TEAM — Atlassian
4. $APP — AppLovin

Robotics

1. $XPEV — XPeng
2. $OUST — Ouster (LiDAR)
3. $AMBA — Ambarella (video/image processing)
4. $SYM — Symbotic (warehouse robotics)

Energy

1. $OKLO — Oklo (nuclear)
2. $VST — Vistra (energy/utilities)
3. $LEU — Centrus Energy (nuclear fuel)
4. $EOSE — Eos Energy (zinc batteries — also mentioned in JoeTrader01 list)

Space

1. $RKLB — Rocket Lab
2. $ASTS — AST SpaceMobile
3. $RDW — Redwire
4. $LUNR — Intuitive Machines

Autonomous Warfare

1. $EOS.AX — Electro Optic Systems (ASX)
2. $KTOS — Kratos Defense
3. $AVEX — Avenir (defense)
4. $ONDS — Ondas Holdings (autonomous drones)

Note: $EOSE overlaps with JoeTrader01's under-$10 list from the same day.